ELMWOOD WEALTH MANAGEMENT, INC.

Elmwood Wealth Management is based out of Berkeley. Elmwood Wealth Management is a large advisory firm with 137 clients and discretionary assets under management (AUM) of $148,259,840 (Form ADV from 2020-04-23). Their last reported 13F filing for Q1 2020 included $104,528,212 in managed 13F securities
and a top 10 holdings concentration of 31.81%. Elmwood Wealth Management's largest holding is PIMCO Enhanced Short Maturity Active Exchange-Traded Fund-PIMCO Enhanced Short Maturity Active Exchange-Traded Fund with shares held of 73,807. Whalewisdom has at least 9 13F filings

Security Types:

CSV Export Module

This will schedule a job to export all requested 13f holdings data for this filer.
When completed, an email will be sent to the email address you specify
containing a link to download the .zip file of the CSV file(s) you requested.

Output Type

Output all 13f holdings into a single CSV file
Output all 13f holdings into separate CSV files per quarter